Client Insurance Solutions Consultant

3 weeks ago


Barrington, Illinois, United States The Plexus Groupe Full time
Position Overview

The Plexus Groupe, recognized as one of the Best Places to Work in Insurance, is seeking ambitious individuals for the role of Private Client Insurance Services Consultant. This position is ideal for those who thrive on collaborating with clients to develop top-tier insurance solutions.

Role Summary:

The Private Client Insurance Services Consultant serves as a new Producer or an individual without an established client portfolio. In this capacity, the Consultant actively seeks and promotes insurance products and services to both existing and prospective clients, while also enhancing the reputation of The Plexus Groupe.

Key Responsibilities:

  • Utilize sales tools to identify potential clients and initiate contact.
  • Leverage sales strategies to uncover cross-selling opportunities.
  • Follow up diligently on generated leads.
  • Maintain accurate records of all interactions and data within the CRM system.
  • Engage in initiatives aimed at sustaining and growing the client portfolio.
  • Foster and maintain relationships with insurance carriers.
  • Stay informed about industry trends, licensing, and educational requirements.

Qualifications:

  • A minimum of 1 year of relevant experience or training.
  • A Bachelor's Degree is preferred.
  • Possession of an active Property & Casualty License is required; candidates must complete licensing within the first 60 days if not already licensed.
  • A comprehensive understanding of insurance underwriting and coverage options, including rating processes.
  • Ability to operate independently.
  • Exhibit competitiveness, persistence, and self-motivation, along with a strong sales orientation.
  • Demonstrate excellent interpersonal skills and uphold high ethical standards.

The Plexus Groupe is at the forefront of innovation in the insurance sector, driven by a commitment to excellence and a passion for client service. If you aspire to make a significant impact and value the autonomy and flexibility offered by a forward-thinking firm, we encourage you to explore this opportunity.

VALUES: INTEGRITY. COLLABORATION. EXCELLENCE.

With a presence in multiple locations, The Plexus Groupe stands as a leading insurance brokerage and risk management consulting firm, dedicated to providing clients with innovative strategies and robust professional resources to safeguard and enhance their interests. The Plexus Groupe is an equal opportunity employer.



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